Brian J. Nikulski CFP®
President
Brian was born and raised in Rock Island and is a graduate of Rock Island High School Class of 1990 Brian and his wife and COO for the Nikulski...
Andrew M. Swanson MS, CFP®
Vice President
Andrew is a Quad Cities native. He was born and raised in Bettendorf, IA, and graduated from Pleasant Valley High School. Andrew met his wife Lindsey...
Ethan R. Good CFA
Associate Financial Planner
Ethan is a Quad Cities native who grew up in Bettendorf, moved to Le Claire, and graduated from Pleasant Valley High School. Ethan married Claire, his...
Ryan D. Bintz J.D.
Associate Financial Planner
Ryan grew up in the Chicago suburbs. He graduated from Naperville Central High School and obtained his undergraduate degree from the University of...
Amber J. Netherton IACCP®, FPQP®
Vice President of Operations
Amber is originally from the small town of Jacksonville, Illinois. Jacksonville is the hub of Morgan County and is famous for being the home of Eli...
Joslyn E. Hamilton
Front Office Coordinator
Joslyn grew up in Northern New Mexico with three brothers. Moving from New Mexico, she has lived in many places from Washington state to Iowa. Joslyn...
Rachael A. Finnegan FPQP®
Client Relations Manager
Rachael was born and raised in Eldridge. She went to college at the University of Northern Iowa where she graduated with a Bachelor of Arts Degree in...
Mario A. Jorge FPQP®
Portfolio Administrator
Mario is a Quad Cities native. He was born and raised in Davenport, IA, and is a graduate of Davenport Assumption High School. Mario attended the...
Jessica M. Mackin FPQP®
Client Service Coordinator
Jessica Grew up on a farm north of the Quad Cities with three siblings. She helped feed and water the hogs and cattle. Bottle-feeding calves and hot...
Lisa A. Burke-Martin MBA
Financial Paraplanner
An Eastern Iowa native, Lisa lives with her family in rural DeWitt, Iowa. Lisa is a graduate of St. Ambrose University where she earned an MBA and...